Cutler Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
8,458
+368
| +5% | +$22.8K | 0.06% | 99 |
|
|
2025
Q1 | $472K | Sell |
8,090
-335
| -4% | -$19.5K | 0.06% | 101 |
|
|
2024
Q4 | $525K | Sell |
8,425
-265
| -3% | -$16.5K | 0.07% | 97 |
|
|
2024
Q3 | $542K | Buy |
8,690
+15
| +0.2% | +$935 | 0.07% | 92 |
|
|
2024
Q2 | $508K | Hold |
8,675
| – | – | 0.07% | 89 |
|
|
2024
Q1 | $527K | Sell |
8,675
-4,110
| -32% | -$250K | 0.07% | 90 |
|
|
2023
Q4 | $709K | Buy |
12,785
+4,080
| +47% | +$226K | 0.1% | 82 |
|
|
2023
Q3 | $436K | Sell |
8,705
-80
| -0.9% | -$4.01K | 0.07% | 97 |
|
|
2023
Q2 | $459K | Sell |
8,785
-140
| -2% | -$7.32K | 0.07% | 98 |
|
|
2023
Q1 | $447K | Sell |
8,925
-100
| -1% | -$5K | 0.07% | 95 |
|
|
2022
Q4 | $437K | Buy |
9,025
+3,005
| +50% | +$145K | 0.07% | 97 |
|
|
2022
Q3 | $264K | Hold |
6,020
| – | – | 0.04% | 109 |
|
|
2022
Q2 | $272K | Hold |
6,020
| – | – | 0.04% | 114 |
|
|
2022
Q1 | $323K | Buy |
6,020
+485
| +9% | +$26K | 0.04% | 114 |
|
|
2021
Q4 | $313K | Buy |
5,535
+195
| +4% | +$11K | 0.05% | 85 |
|
|
2021
Q3 | $281K | Hold |
5,340
| – | – | 0.04% | 87 |
|
|
2021
Q2 | $287K | Hold |
5,340
| – | – | 0.04% | 85 |
|
|
2021
Q1 | $278K | Hold |
5,340
| – | – | 0.05% | 84 |
|
|
2020
Q4 | $245K | Sell |
5,340
-50
| -0.9% | -$2.29K | 0.04% | 85 |
|
|
2020
Q3 | $200K | Buy |
+5,390
| New | +$200K | 0.04% | 88 |
|
|
2016
Q2 | – | Sell |
-14,695
| Closed | -$424K | – | 81 |
|
|
2016
Q1 | $424K | Buy |
+14,695
| New | +$424K | 0.13% | 59 |
|